Leonard Dewberry is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 credentials and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Fidelity Investments, Tiaa, UBS Financial Services, and Merrill. Outside of his advisory work, he is the owner of Flag Day International LLC, a business unrelated to investments. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on non-securities products and affiliated insurance services.

Alan Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, leading a wealth management practice serving clients in Lower Manhattan and Staten Island. With over 30 years of experience in financial services, he works closely with individuals, corporate executives, business owners, and their families to develop customized wealth management plans aimed at achieving personal goals. His approach emphasizes personalized strategies that reflect each client's unique needs, including college education planning, executive compensation, divorce transition planning, retirement income, and family wealth management. Alan holds a Bachelor's Degree from the University at Albany SUNY and carries professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He offers a comprehensive range of financial services, from wealth management and portfolio management to lending, insurance, and estate planning. His client philosophy centers on integrity, transparency, and competency, viewing each client relationship as one akin to family. Outside of his professional work, Alan enjoys playing volleyball and pickleball, running, reading, and spending time with his wife, Marla, and their three sons. They reside on the South Shore of Staten Island. Alan welcomes opportunities to connect and discuss how he can support clients’ financial goals.

Neal Maqboul is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors, LLC since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kevin Mendez is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, N.A., Superdry, Brooklyn College, and Bard High School Early College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Sayegh is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including 11 years at LPL Financial and 10 years at New York Community Bank prior to joining Cetera in 2020. Outside of his advisory work, he is involved in product development through ownership of JTD Products LLC and serves as co-director of Finest AAU, a basketball training and travel program. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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 a range of third-party money managers.

David Baum is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates through a nationwide network of more than 23,700 financial advisors.

Edwin Ruiz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and educational positions at Universidad de San Carlos de Guatemala and Centro Educativo Juvenil Católico "Nuestra Señora de Fátima." He also has experience with Supremo Food Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Algin Lagdameo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and 18 years of industry experience. His prior work includes long-term roles at Pruco Securities, LLC and the Prudential Insurance Company of America. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual client relationships and use of firm-approved analytical tools.

Michael Barbati is a Series 66-licensed financial advisor with J.P. Morgan Securities in Brooklyn, NY, having one year of industry experience. His prior roles include positions at Mass Mutual and Eli Cohen Insurance Agency Inc. He also worked at L&B Spumoni Gardens for five years before entering the financial industry. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Akhileswar Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a partner in a child care business. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management services. The firm’s approach involves matching clients to advisory models or discretionary managers, often utilizing third-party programs and providing a variety of investment options and ERISA fiduciary services through credentialed representatives.

Aleksander Guriyelov is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and employs an ESG eligibility framework in its recommendations.

Andrew Jurczynski is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients with college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew works closely with clients to understand their short-, mid-, and long-term goals and helps develop strategies to pursue these objectives. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Andrew holds a Bachelor's Degree from Monmouth University and has obtained professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional work, Andrew enjoys camping, fishing, football, golfing, and spending time with his family.

Kevin Meszaros is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He also manages multiple accounting and tax firms and serves as chairman of the South Amboy Redevelopment Agency. Additionally, he is a partner in Maison De Fils of NJ, a needlepoint supplies business where he works as a photographer. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Paul Ulanich is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding a Series 66 designation and 26 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies implemented through a mix of in-house and third-party managers, with options for tax management and responsible investing.

Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

David Marks is a financial advisor at Edelman Financial Engines with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms, including Financial Engines Advisors L.L.C. and Personal Capital Advisors Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of committee-driven, proprietary modeling with planner delivery and online tools, managing diversified model portfolios with a long-term orientation.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors, LLC. Outside of advising, he serves as an administrator or executor of an estate or trustee of a trust for a non-family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary programs.

Michael Didario is a Series 66-licensed financial advisor with Fidelity Investments, based in Shrewsbury, NJ, and has one year of industry experience. His prior roles include six years at Didario Financial L and involvement with Hollywood Golf Club since 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a range of investors with discretionary and non-discretionary services.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ingrida Veizaj is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2016. Prior to her financial career, she was associated with the College of Staten Island from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.