Arnaz Maneckshana is a financial advisor with Equitable Advisors in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor entity AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a large network of investment adviser representatives. The firm uses a range of advisory models and third-party asset managers to deliver services, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Cannon is a financial advisor with LPL Financial in Hackensack, NJ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and ADP Inc. He is involved with the Financial Management Group, a DBA for LPL business activities. 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 portfolio programs, and institutional platforms, supporting a network of more than 22,800 advisors.

Kenneth Quazza is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at Smith and Smith Accountants & Auditors, Hy-Test Packaging, and involvement with local education boards in Mahwah and West Milford, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Carla Gomory is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process using approved planning tools and modeling techniques, serving clients through both direct relationships and corporate financial planning agreements.

Marie Rego is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Merrill in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling techniques.

John Suszynski is a Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following prior roles at Equitable Advisors and AXA Advisors. He also acts as a non-variable insurance agent outside his advisory activities. 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 portfolio programs, third-party asset management, and institutional platforms.

Robert Hebbeler is a financial advisor at Fidelity with 11 years of industry experience. He has held roles at firms including Lehman Brothers Holding Co, Merrill, Bank of America, and Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary fundamental research and quantitative analysis. The firm serves as an advisor to multiple registered investment companies and employs algorithmic methods and AI in its investment process.

Joseph Voltaire is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2008. His work history includes roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and employer-sponsored Corporate Financial Planning agreements.

Miguel Perez is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Citibank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework.

Robert Singley III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at BSI Group and PAL Environmental Safety Corp. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

James Capitanello is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to this, he was with Sagepoint Financial, Inc. and Capacity Benefits & Financial Services Group, LLC for extended periods. Capitanello is also the owner and president of JimCap Consulting, LLC, which receives commissions from life, disability, and long-term care insurance carriers. OSAIC serves a diverse group of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction, and supports both discretionary and non-discretionary management accounts with access to third-party money managers.

Ronald Price is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to understanding clients' goals, dreams, and aspirations. He emphasizes educating clients by making complex financial concepts simple and easy to understand, aiming to develop strong relationships based on confidence and trust. Prior to joining Fidelity Investments, Mr. Price served as Branch Manager at E*TRADE from 2014 to 2023 and as a Financial Consultant at E*TRADE from 2010 to 2014. His experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. Outside of his professional career, Ronald Price enjoys golf, hiking, snowboarding, surfing, and traveling.

Kevin Rotolo is a CFP® with four years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes a role at Valley National Bank and attendance at West Virginia University. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evelyn Aguila is a financial advisor with Primerica Advisors in Orangeburg, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in the sale of home security and automation products, as well as loan products, through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers overseen by an independent consultant and implements models via BNY Mellon Advisors, offering a tiered wrap-fee structure and maintaining authority over model selection.

Atul Shah is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah is involved in various property and casualty insurance-related businesses outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities through a network of investment adviser representatives. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Roy Mastrangelo is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Royal Alliance, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to his advisory role, he is an agent involved with Garden State Capital Investments, LLC, focusing on the sale of insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and managed accounts.

Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Maplewood, NJ. He has worked with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.