Devin Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and New Horizon Financial Corp. He is also involved with New Horizon Financial Tax Services LLC, which provides tax preparation and accounting services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers diverse financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven strategies.

Paul Leesman is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Leesman serves as Treasurer of the Boys and Girls Club of Hawthorne. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Theresa Rosa is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for 16 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Clancy is a Financial Advisor at Merrill Lynch Wealth Management. He began his professional career in 1997 as a Revenue Credit Analyst with Merrill and joined the Mahoney Clancy Group as a Financial Advisor in 1999. Mr. Clancy holds a Bachelor of Arts degree in Economics from Tufts University, graduating Cum Laude in 1997. He also earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He has obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional duties, Douglas Clancy is involved in his community as an assistant coach for his son's outdoor and indoor soccer teams in the Montvale Athletic League.

Marek Mezyk is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles within various Morgan Stanley entities since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Eileen Madden is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Ameriprise and MKLM. MassMutual 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, emphasizing collaborative, goal-focused planning engagements.

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

Vincent Dedominicis is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose the extent of plan implementation through various brokerage or advisory programs.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Tobi Tejada is a financial advisor with Merrill in Teaneck, NJ, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Merrill and Bank of America, N.A., Tejada worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of finance, Tejada was involved in social media marketing through TNT Social Media Marketing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Victoria Lugo is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of her advisory role, she works as a part-time dog walker. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition, special-needs analysis, and divorce planning, using Wells Fargo’s research and planning tools to develop tailored recommendations.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Brett Cassidy is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Atlantic Social Research Corporation for 11 years before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Faherty is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Royal Alliance Associates. Faherty is also an advisor for Garden State Capital Investments LLC, a business entity used for tax and investment purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using advanced asset-allocation tools and supports a broad range of investment options, combining multiple advisory platforms and third-party solutions.

Kitty Chung is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at JPMorgan Chase & Co, JPMorgan Securities LLC, and New York Life Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Je Park is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved in non-variable insurance and property and casualty insurance activities. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, brokerage products, and insurance through an integrated platform combining adviser programs with active financial product sales.

Todd Dates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1998 and has extensive experience in wealth management. Over the years, Todd has worked with firms including Merrill, Smith Barney, and Morgan Stanley, returning to Merrill Lynch in 2016. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Todd holds a bachelor's degree from Montclair State University and is a Personal Investment Advisor (PIA). Throughout his career, he has emphasized building durable client relationships based on exemplary service, accuracy, timely responsiveness, and proactive communication. He attributes much of his success to attentiveness and accessibility, serving multiple generations of clients. Residing in Wayne with his wife and two sons, Todd enjoys running, reading, and spending time with his family. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of engagement in the communities served.

Rafael Torres Logreira is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.