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.

Andrew Coker is a financial advisor with Cetera in Pearl River, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2010 and previously worked at Foresters Financial Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of independent advisors and significant assets under management.

David Schrader is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate personalized recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Samuel Goodhue is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. Outside of his advisory work, he is also engaged in insurance brokerage focused on life, accident, health, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver tailored written recommendations.

Russ Schwartz is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, previously working at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Sue Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. In addition to her advisory role, she is also active as a real estate agent with Coldwell Banker Realty. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and model-based strategies, with both proprietary and third-party approaches, tailored to client objectives across multiple platform arrangements.

Howard Genden is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His career includes roles at Cetera Wealth Services, North Ridge Securities Corp., and American Portfolios Financial Services. He is also involved in insurance sales and owns Pace Financial Services and POHS Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through a large network of advisors.

Aldo Pizzoli is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and the Hospital for Special Surgery. Outside of advisory work, he is involved in computer consulting and tax preparation through ACP Financial Group. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning options. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across multiple program structures.

Douglas Posluszny is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2006 and has worked at Bergen Community College since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Bernard Fasciano is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with UBS since 2014 and operates a separate licensed private detective business. Fasciano is involved with Habitat for Humanity of Bergen County as an advisory committee member and volunteers for the Bay Head Shores Property Owners Association in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Diane Nigro is a financial advisor at Edward Jones with 26 years of industry experience. She has held the Series 63 designation and has been with Edward Jones since 2013. Outside of her advisory role, she has received income from a separate business activity with Goldman Sachs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Newman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Equitable Advisors, LLC, InvestorFlow, Intralinks, and ATSG. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Deutsche Bank Securities Inc., and Citigroup Global Markets. Merrill, along 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.

Gary Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Myriad Wealth Management Group and First Allied Advisory Services. Miller is also a CPA who provides tax preparation services and sells life insurance products. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources, and supports various investment strategies including alternative and direct indexing options.

Leonel Hernandez Navarro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, TD Bank, UPS, and Five Guys. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edna Haughney is a financial advisor at Ameriprise with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she serves on the Board of Directors for the Mahwah Regional Chamber of Commerce. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income and tax-aware withdrawal strategies.