Gregory Daniel is a CFP® professional with 37 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. for 31 years. He is also the owner of Badger Metal & Machine Fabrication. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a vast network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carter Spearry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was involved with nRICHD Consulting, a recruiting and talent acquisition business specializing in manufacturing and IT, where he oversaw business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs supported by a nationwide network of financial advisors and branch offices.

Philip Thampan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, including a tenure with AXA Advisors prior to the firm's rebranding. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party advisory programs.

Daniel Twomey is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2011. Prior to joining LPL, he worked at Edward Jones from 2005 to 2010. 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 financial planning, portfolio management, and retirement advice services through a network of investment adviser representatives.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

James Stein is a CFP®-certified financial advisor with 44 years of industry experience. He is currently with Ameriprise and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stein holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Amy Miller is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she works as an independent contractor in a direct sales position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Christopher Gaetano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their individual goals and circumstances. He employs a structured financial planning process to address clients' short and long-term objectives and adapts strategies over time to reflect changes in clients' lifestyles. He has been with Fidelity Investments since 2019, gaining experience in various roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2026. This progression within the company showcases his familiarity with diverse aspects of financial services. Outside of his professional work, Christopher has interests in beach activities, attending concerts, hiking, skiing, and traveling.

Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. 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 through a large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management and related services.

Michael Karlewicz is a Certified Financial Planner® with 10 years of industry experience. He has worked at UBS Financial Services since 2022 and previously held positions at Bank of America and Merrill from 2016 to 2022. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management and offers a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Deann Cavagnaro is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. Outside of her advisory role, she serves as Treasurer on the Ramapo Board of Education, overseeing financial records and reporting for the organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.

Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Robin Ax is a financial advisor with UBS Financial Services in Paramus, NJ, holding 29 years of industry experience. She has been with UBS since 2006. Outside of her advisory work, she serves on the investment committee for the Sisters of Saint Dominic of Blauvelt, a religious organization focused on education and special education programs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Lawrence Marciano III is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at several firms, including Ameriprise Financial Services, Inc., Stifel, and Ryan Beck & Co. Marciano is also involved in tax preparation and accounting services through Prestige Family Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by extensive research and technology tools.

Colin Figueroa is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Financial, and Morgan Stanley. Outside of Osaic, he serves as First Vice President at Alpine Financial Planning LLC, assisting clients with insurance planning needs. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brendan Fitzpatrick is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Steward Partners Global Advisory LLC and has experience in various roles outside the financial industry. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with personalized reviews to deliver tailored retirement income advice.

Keith Small is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with Cetera and its affiliates since 2009 and is also the managing partner of Kluge Financial Group, LLC. In addition to his advisory work, he holds a role as an enrolled agent providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diversified portfolio management and planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jack Van Itallie is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2025 after completing ten years of full-time education. 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 supported by structured discovery conversations and firm-approved planning tools.

Edward Giblin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Resources. Outside of his advisory role, he serves as a trustee for the John J. Giblin Civic Association and is involved in insurance brokerage through Giblin Financial, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers various programs including educational seminars and event-driven planning services.

Mark Marotta is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, institutional and pension plans, and nonprofit organizations, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.