Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Stephen Scuttaro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His background includes roles at National Realty Investment Advisors and several positions outside the financial industry, including in catering and restaurant work. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services, and educational seminars.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Joseph Virgone is a financial advisor with Ameriprise in Paramus, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he provides client-related investment and planning services as part of the Scott Sosna SSFS Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aleksandar Matovski is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Merrill, Bank of America, and Woodbury Financial Services. Outside of advisory, he is involved in commercial lending origination and serves as a referral partner to human capital management and professional employer organization providers. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering a range of investment programs alongside affiliated broker-dealer and RIA relationships.

Michael Reynolds is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Merrill since 2022 and previously spent six years at Wells Fargo Clearing and 26 years at Wachovia Bank, N.A. Outside of his advisory role, he serves as executor for an estate. 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 a range of individual, corporate, and nonprofit clients.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Outside of his financial advisory role, he serves as head coach for the St. Joseph High School crew team. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to client needs, leveraging Wells Fargo’s research and tools to develop recommendations that clients may choose to implement through various programs.

Shane Oconnor is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2025. His prior experience includes ten years at Lincoln Financial Advisors and roles at Wells Fargo Clearing and Osaic FA, Inc. He is also licensed as an insurance agent offering fixed and indexed annuities and traditional life insurance. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Bordman Group at Merrill Lynch Wealth Management. He specializes in working with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. Ethan connects clients to customized financial and retirement plans that align with their unique ambitions, focusing on family wealth management, legacy planning, and personal retirement planning. Before joining Merrill Lynch, Ethan practiced as a media, sports, and entertainment attorney for 16 years, including serving as Assistant Executive Director of SAG/AFTRA. His legal background informs his understanding of the financial needs within the entertainment industry. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains FINRA Series 7, 31, and 66 registrations. Ethan earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. He also holds two master's degrees in law from universities in England: a Master of Laws in Entertainment Law from the University of Westminster and a Master of Laws in International Sports Law from Anglia Ruskin University. He is active with the New York State Bar Association's Entertainment, Arts & Sports Law Section, where he served as Chairperson from 2022 to 2024 and continues as an Executive Committee Member. Ethan is involved in various professional and community organizations connected to law and the arts. Outside of work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Reyhan held roles at Jersey City Municipal Court and W Hoboken. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a diverse client base with a focus on systematic, long-term asset allocation strategies.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include ten years at Royal Alliance Associates and over two decades at PCI Staff Leasing, where he held leadership positions. Outside of advising, he is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of financial services, he works as a personal trainer on weekends. 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.

Patricia Sadowski is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill and its affiliate Bank of America since 2006. Outside of her advisory role, she serves as an executor for her parents' estate. Merrill, together with 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 strategies for individuals, high-net-worth clients, and institutions.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Jay Dewan is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.