Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His previous roles include positions at PFS Investments Inc., Primerica Financial Services, and T3 Trading Group. Outside of advising, he is involved in sales of home-related products through Primerica Mortgage and Primerica Client Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in insurance and affiliated trust custody services.

Anita Thomas is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of advisory work, she is involved in accounting and bookkeeping for her sole proprietorship focused on rental property. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and employing structured planning tools developed by its Financial Advisors and Estate Planning Strategies Group.

Frank Petrocelli III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities Inc. He is also an independent insurance agent specializing in fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager options, along with educational seminars.

Robert Siegler is a Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2020. His previous roles include positions at Lakeland Financial Services, Raymond James Financial Services, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Peter Demarco is a financial advisor with Morgan Stanley, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and spent ten years at UBS Financial Services prior to that. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Jennifer Jervis Babish is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Special Needs Consultant (ChSNC) and Personal Investment Advisor (PIA). Jennifer focuses her practice on personal retirement planning, portfolio management services, special needs planning strategies, and advising women and families on wealth and retirement income. Before entering the financial industry, Jennifer worked as a teacher, which informs her approach to financial education and empowering clients with knowledge. She earned her Bachelor's Degree from Saint Thomas Aquinas College and obtained her ChSNC designation inspired by her personal experience as a mother of a special needs child. Her goal is to provide customized financial recommendations by understanding each client's unique circumstances, time horizons, and risk tolerances. Jennifer values building personal relationships with her clients to support their financial literacy and organization needs. Outside of work, she enjoys spending time with her husband Chris, daughter Victoria, son William, and their dog Archie. Her family activities include walking trails, playing board games, building Lego, and visiting Lake George.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Dillon Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with New Horizon Financial Corporation and Pearl River Hilton for over a decade. 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 and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Helen Alberto is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to identify their short-, mid-, and long-term financial goals and develops portfolio strategies designed to help achieve them. Her approach includes providing ongoing advice and adapting strategies as clients' financial situations evolve, covering areas such as investing, retirement planning, and saving for unexpected events. Helen also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions. Helen holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. She is proficient in both Spanish and English and is involved in several professional organizations, including the Hudson County Chamber of Commerce, the New Jersey Association of Women Business Owners, and the Statewide Hispanic Chamber of Commerce. Additionally, she contributes to the community through her involvement with Jersey City Medical Center. Outside of her professional work, Helen enjoys activities such as cooking, dancing, playing pickleball and tennis, traveling, and practicing yoga. She values building long-term relationships with individuals and families to support their holistic wealth management across generations.

Jorge Pereira is a financial advisor with LPL Financial in Mount Vernon, NY, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, Pereira is a soccer coach at John Jay High School in South Salem, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, utilizing various investment strategies and operational tools across a large network of advisors.

Johannes De Waal is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mountain Creek, DCI Inc, and Stevens Institute of Technology. He is also involved with HJP Financial Group LLC, a business related to his work with LPL Financial. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

Nancy Amalfitano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007 and previously spent five years at Citigroup Global Markets. Outside of her advisory role, she volunteers as co-chair of the Saddle River Valley Branch at Valley Hospital. 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 financial planning and investment management services, utilizing various strategies and technology to support its network of over 22,000 advisors.

Javier Bustamante is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2011, with additional experience at Morris Tech Partners and AT&T. Outside of advisory work, he is involved in managing Captain Gambit Studios, LLC and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

Matthew Carty is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position since 2014 and holds a Series 66 credential. 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 programs and investment solutions under a fiduciary standard.

Walter Janeczek is a Series 66 registered financial advisor with Edward Jones, based in Franklin Lakes, NJ. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he is associated with Cascade Medical Enterprises LLC, a medical device business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kevin Fennell is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial Corporation. Outside of his advisory role, he is a co-owner of a rental property with his spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.

Lewie Soaivan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Frank Convertini is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his work in financial advisory, he is a certified public accountant and co-owner of Wetter and Convertini CPA LLC, a firm providing consulting, tax return preparation, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Paul Pahlck is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cetera and its affiliated entities since 2005 and maintains a separate CPA practice focused on accounting, tax returns, bookkeeping, and payroll services. Additionally, he is involved in health insurance sales through Benefit Solutions Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and advisory services through a multi-manager platform, supporting discretionary and non-discretionary accounts with over $256 billion in assets under management.