Jason Borrelli is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 2003, progressing through roles including Financial Planning Consultant, Investments Representative, and Customer Service Representative. Prior to joining Fidelity, he worked as a Portfolio Administrator at Bank of New York from 2001 to 2003. Jason focuses on building long-term relationships by providing thoughtful guidance tailored to each client's unique financial situation. He emphasizes careful listening and aims to be a trusted resource in helping clients navigate financial decisions and develop personalized plans aligned with their goals. Outside of his professional responsibilities, Jason enjoys baseball, family activities, hiking, and skiing.

Subin Alexander is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, following five years at JP Morgan Chase Bank NA and JP Morgan Securities LLC. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Daniel Smith is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with FTBO, Inc., an organization that assists local families with education and health-related expenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Judy Rubin is a financial advisor with LPL Financial in Hawthorne, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. She also serves as a board member of the Ossining Volunteer Ambulance Corps, participating in financial oversight for the nonprofit. 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 and access to model portfolios and third-party asset management, supported by various operational and research technologies.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.

Kevin Benoit is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Benoit also owns and operates Kevin Benoit LLC, an investment-related business based in Hackensack, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.

Nisheet Bonde is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Deutsche Bank Securities Inc for 13 years and has been involved with Englewood Hospitality LLC since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Vincent Lanfrank is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2004. He previously worked at The Astorino Financial Group, Inc. for 19 years. Outside of his advisory role, Lanfrank serves as treasurer for the nonprofit organization West Essex UNICO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of services including financial planning, model portfolios, and institutional platforms. The firm supports a large network of advisors and combines advisory services with non-advisory financial activities and partnerships.

Franco Dimaio is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with high-net-worth individuals and families to provide wealth management strategies, retirement planning, portfolio management, and investment consulting. His role involves helping clients navigate the complexities associated with growing wealth, including tax exposure, risk management, and long-term financial stability. Franco brings a multidisciplinary approach to his work as a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst, licensed Attorney, and Senior Portfolio Manager. He evaluates financial decisions through financial, legal, tax, and risk perspectives to identify potential consequences that clients might overlook. His expertise includes designing and actively managing personalized investment portfolios focused on disciplined positioning and adaptability to changing markets, alongside coordinating short-term needs with long-term goals. He holds a Bachelor's Degree from Rutgers University and a Juris Doctorate Degree from Rutgers Law School. Franco is involved in his community through the Northern Counties Soccer Association. Outside of his professional commitments, he engages in activities such as cooking, reading, running, spending time with his family, tennis, and yoga.

George Carbunescu is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Bank of America, N.A. and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diana Ceylan is a CFP® certificant with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2023. Prior to joining Morgan Stanley, she worked at Oppenheimer for 14 years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies derived from the Global Investment Committee’s analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and agreements with employers.

Brian Burke is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, Wells Fargo Clearing, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate financial planning agreements.

Anhar Farag is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a year at UBS. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning through Financial Advisors and its Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Daniel Parrott is a financial advisor with Merrill in Wayne, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 2018 and is also involved with A&E Nyack Enterprises Inc. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hugo Carvajal is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Equitable Advisors in 2024, he worked at MML Investor Services and MassMutual from 2008 to 2024. Carvajal is also an officer of the St. Michael's Basketball Association and owns The Gemini and Scorpio Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Brad Greenbaum is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 31 years of industry experience. He has worked with multiple firms, including Altigro Retirement Services and Fairfield Benefit Associates, and has been involved in actuarial consulting, fiduciary training, and financial services through various business roles. He also contributes as an exam writer for FI360’s Accredited Investment Fiduciary (AIF) exam. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, using a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including The Prudential Insurance Company of America, Pruco Securities, Summit Financial, and New York Life. Patel is also involved in non-variable insurance advisory services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Derrick Ossi is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at SagePoint Financial, LPL Financial, MassMutual, Guardian Life, and Northeast Planning. In addition to his advisory work, he is an insurance broker providing insurance solutions through EBNY Insurance Services. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, leveraging a multi-advisor platform supported by various affiliated broker-dealer and RIA relationships.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.